OneDigital Investment Advisors’s Liberty Media Series A FWONA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35,562
| Closed | -$2.3M | – | 1028 |
|
|
2023
Q1 | $2.3M | Buy |
+35,562
| New | +$2.3M | 0.05% | 252 |
|
|
2019
Q3 | – | Sell |
-37
| Closed | -$1K | – | 745 |
|
|
2019
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1144 |
|
|
2019
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1085 |
|
|
2018
Q4 | $1K | Sell |
37
-30
| -45% | -$811 | ﹤0.01% | 1065 |
|
|
2018
Q3 | $2K | Hold |
67
| – | – | ﹤0.01% | 989 |
|
|
2018
Q2 | $2K | Hold |
67
| – | – | ﹤0.01% | 1258 |
|
|
2018
Q1 | $2K | Buy |
67
+37
| +123% | +$1.1K | ﹤0.01% | 1249 |
|
|
2017
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1203 |
|
|
2017
Q3 | – | Sell |
-30
| Closed | -$1K | – | 1077 |
|
|
2017
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1195 |
|